Pgim Ultra Short Bond ETFPULSETF

13F holders, Q4 2024 (December 31)
336holders +32
48new positions
40sold out
2famous investors
$49.55avg. 13F price*

At the end of Q4 2024, 336 institutions reported holding Pgim Ultra Short Bond ETF (PULS) in their 13F filings, up 32 from Q3 2024. 48 opened new positions and 40 sold out. The largest holders were JPMorgan Chase & Co. ($1.4B), Prudential Financial Inc. ($1.1B) and Morgan Stanley ($637.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Pgim Ultra Short Bond ETF
Filed as
PGIM ETF TR (Q4 2024)
CUSIP
69344A107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 248Q1 2024Q2 2024: 290Q2 2024Q3 2024: 304Q3 2024Q4 2024: 336Q4 2024Q1 2025: 352Q1 2025Q2 2025: 370Q2 2025Q3 2025: 393Q3 2025Q4 2025: 415Q4 2025Q1 2026: 447Q1 2026Q2 2026: 471Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions48$298.4M
Exits40$114.5M

All 13F filers, Q3 2024 → Q4 2024: 26,340,000 shares bought and 5,149,516 shares sold, net +21,190,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 336 holders

JPMorgan Chase & Co. 0.11% Add +12.0% 28,337,110 $1.4B
Prudential Financial Inc. 1.50% Add +51.9% 22,115,385 $1.1B
Morgan Stanley 0.04% Add +5.1% 12,866,495 $637.5M
Bank of America Corp. 0.04% Add +9.8% 7,662,142 $379.7M
LPL Financial LLC 0.14% Add +11.7% 6,876,078 $340.7M
Wells Fargo & Company 0.06% Add +31.4% 5,134,577 $254.4M
FMR LLC 0.01% Reduce -8.6% 4,991,069 $247.3M
Charles Schwab Investment Management Inc. 0.03% New 3,533,442 $175.1M
Raymond James Financial Inc. 0.06% — 3,162,246 $156.7M
PNC Financial Services Group, Inc. 0.09% Add +17.7% 2,652,274 $131.4M
UBS Group AG 0.03% Add +7.3% 2,544,772 $126.1M
Royal Bank of Canada 0.02% Add +8.6% 2,298,120 $113.9M
Renaissance Technologies 0.14% Add +10.2% 1,850,400 $91.7M
Crane Advisory, LLC 15.67% Add +28.0% 1,802,695 $89.4M
MAI Capital Management 0.55% New 1,479,244 $73.3M
Osaic Holdings, Inc. 0.15% Add +15.1% 1,307,397 $64.8M
Vickerman Investment Advisors, Inc. 14.64% Add +47.5% 1,087,160 $53.9M
Commonwealth Equity Services, LLC 0.08% Add +16.1% 1,060,208 $52.5M
Stifel Financial Corp. 0.05% Add +19.0% 967,514 $47.9M
Cetera Investment Advisers 0.09% Reduce -22.8% 821,905 $40.7M
NewEdge Advisors, LLC 0.24% Add +58.6% 803,452 $39.8M
Main Street Group, LTD 13.62% Add +9.8% 655,638 $32.5M
Jones Financial Companies LLLP 0.03% Add +83.6% 578,769 $28.7M
Avantax Advisory Services, Inc. 0.18% Add +11.3% 577,959 $28.6M
Envestnet Asset Management Inc. 0.01% Reduce -28.1% 575,874 $28.5M
Ameritas Advisory Services, LLC 0.93% Add +62.2% 545,784 $27.0M
Lakeshore Financial Planning, Inc. 10.34% Add +30.6% 489,228 $24.2M
Cambridge Investment Research Advisors, Inc. 0.08% Add +3.6% 460,175 $22.8M
Ironwood Wealth Management, Inc. 9.78% Add +4.0% 399,608 $19.8M
Crewe Advisors LLC 2.66% Add +459.7% 389,686 $19.3M
EP Wealth Advisors, LLC 0.15% Add +17.8% 374,178 $18.5M
Pine Harbor Wealth Management, LLC 7.24% Add +132.1% 363,139 $18.0M
Correct Capital Wealth Management 3.35% Reduce -3.8% 339,676 $16.8M
Flagship Harbor Advisors, LLC 0.86% Reduce -51.0% 329,919 $16.3M
IHT Wealth Management, LLC 0.52% Add +279.0% 326,432 $16.2M
BNP Paribas Financial Markets 0.01% Add +35.1% 323,335 $16.0M
Ashton Thomas Private Wealth, LLC 0.62% Add +8.0% 320,201 $15.9M
MML Investors Services, LLC 0.05% Add +47.3% 317,119 $15.7M
MBM Wealth Consultants, LLC 4.59% Add +22.4% 310,979 $15.4M
M Wealth Management, LLC 13.47% — 297,762 $14.8M
Symphony Financial, Ltd. Co. 2.26% Add +746.2% 289,009 $14.4M
Curran Financial Partners, LLC 3.75% Add +20.0% 288,158 $14.3M
Equitable Holdings, Inc. 0.13% Reduce -3.6% 279,649 $13.9M
IAG Wealth Partners, LLC 2.44% Add +25.8% 278,641 $13.8M
Summit Global Investments 0.85% Reduce -0.7% 273,104 $13.5M
IAM Advisory, LLC 3.32% Add +3.8% 264,377 $13.1M
Comerica Bank 0.05% Add +10.3% 249,955 $12.4M
Fairvoy Private Wealth, LLC 3.28% — 248,656 $12.3M
Private Advisor Group, LLC 0.07% Add +8.8% 243,745 $12.1M
Sand Hill Global Advisors, LLC 0.49% Reduce -20.2% 231,837 $11.5M
Benjamin Edwards Inc. 0.16% Add +8.7% 230,426 $11.4M
Buck Wealth Strategies, LLC 2.32% Add +52.5% 225,767 $11.2M
Mariner, LLC 0.02% Reduce -7.1% 204,414 $10.1M
Oppenheimer & Co. Inc. 0.14% Add +82.2% 193,374 $9.6M
Stratos Wealth Partners, LTD. 0.14% Reduce -13.0% 192,655 $9.5M
Stonebridge Financial Group, LLC 1.00% — 183,173 $9.1M
Ignite Planners, LLC 1.96% Reduce -8.8% 180,579 $9.0M
&partners 0.11% Add +118.7% 179,354 $8.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +4.2% 177,906 $8.8M
Cwm, LLC 0.03% Add +398.8% 166,412 $8.2M
WCG Wealth Advisors LLC 0.54% Add +27.9% 166,345 $8.2M
Founders Financial Alliance, LLC 2.11% Reduce -1.8% 154,545 $7.7M
Global Retirement Partners, LLC 0.22% Add +37.6% 154,339 $7.6M
Geneos Wealth Management Inc. 0.27% Reduce -46.5% 154,166 $7.6M
Cedar Mountain Advisors, LLC 1.67% Add +0.1% 153,379 $7.6M
Advisory Resource Group 1.59% Add +47.4% 150,877 $7.5M
Vertex Planning Partners, LLC 1.64% New 150,300 $7.4M
Arete Wealth Advisors, LLC 0.53% Reduce -44.8% 147,621 $7.3M
Embree Financial Group 1.23% Add +267.5% 145,147 $7.2M
Independent Advisor Alliance 0.09% New 140,628 $7.0M
J.W. Cole Advisors, Inc. 0.28% Add +15.9% 139,056 $6.9M
Integrated Wealth Concepts LLC 0.08% Add +6.9% 138,145 $6.8M
Townsquare Capital LLC 0.08% Reduce -9.0% 137,218 $6.8M
Norden Group LLC 0.77% Reduce -7.3% 136,721 $6.8M
Belpointe Asset Management LLC 0.39% Reduce -1.8% 130,505 $6.5M
Atria Wealth Solutions, Inc. 0.07% Reduce -20.1% 125,927 $6.2M
Ifrah Financial Services, Inc. 1.70% Add +1.4% 123,934 $6.1M
Wealthcare Advisory Partners LLC 0.16% Add +66.0% 119,447 $5.9M
Catalyst Capital Advisors LLC 0.13% Reduce -2.5% 119,165 $5.9M
TABR Capital Management, LLC 5.14% — 118,308 $5.9M
Financial Consulate, Inc. 1.55% New 117,654 $5.8M
Lion Street Advisors, LLC 1.83% Add +43.8% 115,825 $5.7M
Little House Capital LLC 1.63% Add +7.2% 115,459 $5.7M
Janney Montgomery Scott LLC 0.02% Add +6.4% 115,208 $5.7M
Clark Wealth Partners 4.24% — 110,253 $5.5M
HighTower Advisors, LLC 0.01% Add +207.5% 106,764 $5.3M
Truist Financial Corp. 0.01% Add +2.9% 105,574 $5.2M
Diversify Wealth Management, LLC 0.40% Add +39.9% 104,586 $5.2M
Avestar Capital, LLC 0.47% Reduce -29.5% 103,624 $5.2M
Destiny Wealth Partners, LLC 0.84% New 103,391 $5.1M
RFG Advisory, LLC 0.14% Reduce -15.8% 102,217 $5.1M
Obsidian Cio, LLC 0.92% Add +56.6% 101,541 $5.0M
Ameriprise Financial Inc. 0.00% Add +27.5% 101,537 $5.0M
First Citizens Financial Corp 2.66% Add +11.7% 98,735 $4.9M
Mfa Wealth Advisors, LLC 1.25% Add +4.6% 98,526 $4.9M
IFG Advisory, LLC 0.28% Add +57.4% 97,926 $4.9M
Baird Financial Group, Inc. 0.01% Reduce -24.8% 95,226 $4.7M
Leisure Capital Management 1.85% Add +12.5% 95,160 $4.7M
Sanctuary Advisors, LLC 0.03% Reduce -4.5% 94,085 $4.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +18.6% 93,766 $4.6M

"% of holder's portfolio" is PULS's weight in each manager's 13F, not the share of Pgim Ultra Short Bond ETF the manager owns.

Show all 336 holders